Accredited Investors’s Duke Energy DUK Stock Holding History

Accredited Investors’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,188	Closed	-$212K	–	212
2023 Q4	$212K	Buy	+2,188	New	+$199K	0.02%	185
2023 Q2	–	Sell	-2,178	Closed	-$210K	–	192
2023 Q1	$210K	Buy	+2,178	New	+$215K	0.02%	179
2018 Q3	–	Sell	-3,081	Closed	-$244K	–	131
2018 Q2	$244K	Buy	+3,081	New	+$237K	0.06%	96
2017 Q3	–	Sell	-2,806	Closed	-$235K	–	119
2017 Q2	$235K	Buy	2,806 +19	+0.7%	+$1.6K	0.06%	90
2017 Q1	$229K	Buy	2,787 +19	+0.7%	+$1.51K	0.06%	96
2016 Q4	$215K	Buy	2,768 +17	+0.6%	+$1.3K	0.06%	93
2016 Q3	$220K	Buy	2,751 +63	+2%	+$5.22K	0.06%	88
2016 Q2	$231K	Sell	2,688 -148	-5%	-$11.8K	0.06%	86
2016 Q1	$229K	Buy	+2,836	New	+$215K	0.06%	83
2015 Q4	–	Sell	-2,835	Closed	-$204K	–	90
2015 Q3	$204K	Buy	+2,835	New	+$205K	0.05%	79

Other funds holding DUK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Accredited Investors's DUK Position: Q1 2024 in Review

Accredited Investors sold out of Duke Energy (DUK) in Q1 2024, closing a stake of 2,188 shares — an estimated $212K sold.

Accredited Investors first reported a position in DUK in Q3 2015 and held it in 10 quarters. The position peaked at $244K in Q2 2018. 1,914 funds tracked by Wall St. Rank hold DUK as of Q1 2024.

Accredited Investors reported no remaining Duke Energy position as of Q1 2024 after selling out during the quarter.
Accredited Investors sold 2,188 Duke Energy shares in Q1 2024, an estimated $212K.
Accredited Investors first reported a position in Duke Energy in Q3 2015 and held it in 10 quarters.
Accredited Investors's Duke Energy position peaked at $244K in Q2 2018.
1,914 funds tracked by Wall St. Rank held Duke Energy as of Q1 2024.

Based on Accredited Investors's 13F filing for Q1 2024, filed 14 May 2024.